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Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?

To: Bindusagar Reddy who wrote (11653)	12/14/1999 12:40:00 PM
From: slacker711	Read Replies (1) \| Respond to of 21876

I'm really surprised that there hasnt been more talk about the third generation wireless build-out on this board. Thus far there have been three contracts announced....and they all have been measured in the Billions. $16Billion NTT Docomo (Japanese W-CDMA network) $5-6Billion Cenegal (French W-CDMA network) $10-20Billion One.tel (UK + 2-3 European countries W-CDMA networks) The NTT contract went to a multitude of companies (LU might have been one of them). LU got the One.tel contract while Nortel won the Cenegal contract.....and this is just the beginning. If everything goes to schedule (it never does) these networks will be coming on-line by 2002.....of course there will be a significant amount of vendor financing. Still it should be good for both Nortel and LU since they have been the leaders in 2nd generation CDMA. Slacker

To: Bindusagar Reddy who wrote (11653)	12/14/1999 1:08:00 PM
From: Techplayer	Respond to of 21876

Lucent Technologies Teams With Tellium toOffer Optical Switching Products for Advanced Data Networks December 14, 1999 08:45 AM Eastern Time OCEANPORT, N.J.--(BUSINESS WIRE)--Dec. 14, 1999--Lucent Technologies LU and Tellium, Inc. today announced a strategic agreement with that will provide telecommunications carriers with a cost-effective solution for delivering information at the speed of light. The two-year agreement integrates Tellium's state-of-the-art optical switching products within Lucent's market-leading optical networking product portfolio--providing carriers with the optical switching solutions they need. Under the terms of the agreement, Lucent will distribute Tellium's Aurora optical switches, StarNet Restoration Software, and other software modules to the worldwide marketplace. When combined with Lucent's recently announced WaveStar(TM) LambdaRouter, Tellium's Aurora optical switch will help comprise a portfolio that enables service providers to choose the optical switching solution that best fits their needs during the course of the agreement. Many customers currently need such features as optical layer restoration, scalability beyond 400 terabits, grooming and wavelength interchange as currently provided by the Aurora optical switch. Optical layer restoration enables carriers to immediately reroute information in the event of a fiber cut. Grooming enables service providers to redirect different wavelengths within a fiber. Wavelength interchange allows carriers to take the information that enters the switch on one color--or wavelength--of light and send it out on another color. Other customers require the multi-terabit capacity, low power consumption and reduced footprint provided by the WaveStar LambdaRouter. This combined portfolio will enable carriers to build faster, more cost-effective optical data networks. "Tellium's optical switching technology allows carriers to build optical networks at a fraction of today's cost and deliver better, faster optical data services for the IP-based world," said Richard Barcus, President, Tellium. "Along with developing leading-edge innovations of its own, Lucent brings a track record of service and breadth of distribution channels that will enable this collaboration to deliver the solutions that make true optical networking a reality for our customers. We are honored to work with a high caliber partner like Lucent." "Optical switching and routing will be cornerstone of tomorrow's all-optical networks," said Harry Bosco, chief operating officer of Lucent's Optical Networking Group. "Tellium shares our vision for networking in the 21st century, and we are excited to be working with this leading-edge company." About Tellium Tellium designs and manufactures networking products that create intelligent optical networks. These products are used by large communications companies because today's public networks are struggling to support the explosion of bandwidth requirements for data services. Tellium products create a scalable optical network enabling reliable, fast, low cost delivery of data services. Tellium's Aurora 32 Optical Switch was the first-to-market in the telecommunications industry. Aurora Optical Switches, StarNet Restoration Software and the Gemini Element Management System are the cornerstone network elements of scalable, flexible optical networks. More information about Tellium can be found at tellium.com. About Lucent Technologies Bell Labs, the research and development arm of Lucent Technologies, has garnered over 2,000 patents in optical technology alone. With more than 4,000 systems installed worldwide, Lucent is the global leader in optical technology. According to KMI Corp., a leading market research firm, Lucent has the largest share of the $2.2 billion global DWDM (dense wave division multiplexing) optical equipment market. For more information about Lucent's Optical Networking Group, please visit its Web site at lucent-optical.com. Lucent Technologies designs, builds and delivers a wide range of public and private networks, communications systems and software, data networking systems, business telephone systems and microelectronics components. Bell Laboratories is the research and development arm of the company. For more information about Lucent Technologies, visit its Web site at lucent.com CONTACT: Tellium Corporate Contact: Nicholas DeVito, Director Marketing and Product Mgmt. 732/923-4175 Fax: 732/923-9805 ndevito@tellium.com or Stackig Public Relations Media Contact: Geoff Livingston, 703/761-2557 Fax: 703/342-2594 glivingston@stackig.com

To: Bindusagar Reddy who wrote (11653)	12/14/1999 6:29:00 PM
From: jack bittner	Read Replies (2) \| Respond to of 21876

BR, you seem to have a good handle on the technology. If nt acquires qtera which scenario is more likely: a). big blow to lu because it can't now transmit 2,000 mi. w/o regeneration, and also trails badly in OC-192 SALES. b). self-inflicted blow to nt, because lu has equal or better than qtera's tech. now in Bell Labs. so nt must pay $3.5 bill. to get it, thus reducing nt's r&d budget severely. c). whole issue of minor significance. also: what is the difference between OC-48 and OC-192? i've read that all new long-haul fibre networks are in 192, and that nt built 18 out of about 20 of these networks. lu's nov. 10 announcement of "ultra-dense wdm" cites 37 gigs p/s which they BELIEVE is scalable up to OC-48 data rates for a capacity of several TERABITS p/s. nt is selling a product in OC-192 at only 10 Gbp/s. could it be that 10 Gbp/s in OC-192 is faster, wider bandwidth than 37 Gbp/s in OC-48? (very puzzled on that one). what is the value of OC-48 if all the new long-hauls are in OC-192? i realize that i'm comparing a lu lab product with an nt saleable, and sold, product; but when lu gets its "ultra dense" on the shelves, will that jump them ahead of nt (if nt is still with 10Gbp/s), or even then does lu have a row to hoe because that doesn't catch them up in 192? i also know that lu has made some 192 sales this quarter; but i don't know if they have nt's power in the 192 space (nor do i understand what 192 vs 48 means). i do know that lu leads nt in switching, dwdm/optical overall, cdma, network installation & maintenance, remote access, frame relay, ATM switching, voice over IP, wireless networks and software. that's why i own the stock. do you have any info re the 192 and qtera issues? on Gary's concern about the "outage": i had an outage on my toaster this morning, so i'm shorting con edison, hydro- Quebec and the northeast power grid.